Integrate The Bookie with Retently
Trigger NPS/CSAT surveys after invoice creation or updates, sync customer contact details between The Bookie and Retently, and use survey feedback to improve customer relationship management strategies.
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About The Bookie
The Bookie is an application that manages contacts and invoices, allowing users to create, update, and track their interactions. It facilitates the handling of sales and purchase invoices as well as contact management in an address book.
The Bookie to Retently
Contact Created / Updated
Triggers when a contact was created or updated in your address book.Sales Invoice Paid
Triggers when the invoice state is changed to paid.Sales Invoice Created
Triggers when a new invoice is created.
Retently to The Bookie
Create Contact
Creates a contact in the address book.Sales Invoice Create
Creates a sales invoice.Find or Create Contact
Searches for contacts in the address book or creates a new one if none are found.Inbox Attachment
Uploads a file for management.Purchase Invoice Create
Creates an incoming invoice.Search Contacts
Searches for contacts in the address book.Related blog posts
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